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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nickolaus? Claim Your ProfileNickolaus Lee Shannon is an investment advisor representative at Bridges Investment Management Inc., located in Omaha, NE. Nickolaus has been in the industry since 2013 and has experience working with various firms, including Edward Jones, Pruco Securities, LLC., Insource Financial Advisors, Ameritas Investment Company, LLC., Ameritas Advisory Services, LLC., Ameritas Insurance Company, Woodbury Financial Services Inc., OSAIC WEALTH, INC., and Bridges Investment Management Inc.. Nickolaus has a Series 66, Series 24, Series 26, SIE and Series 7. Nickolaus's primary focus is on providing portfolio management for businesses, individuals, investment companies, and pooled investment vehicles, as well as financial planning, pension consulting, educational seminars, securities research services and selection of other advisers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Securities research services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Consulting
1
2
NE
06/28/2024 - Present
Bridges Investment Management Inc. (OMAHA NE)
NE
01/19/2024 - 06/04/2024
OSAIC WEALTH, INC. (Omaha NE)
NE
03/09/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Omaha NE)
NE
06/17/2022 - 12/31/2022
AMERITAS INVESTMENT COMPANY, LLC (OMAHA NE)
NE
11/20/2017 - 06/03/2022
PRUCO SECURITIES, LLC. (OMAHA NE)
NE
06/20/2014 - 11/01/2017
EDWARD JONES (OMAHA NE)
NE
03/05/2014 - 06/16/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OMAHA NE)
AZ
06/10/2013 - 02/03/2014
LPL FINANCIAL LLC (GILBERT AZ)
BOTH
Issued 08/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/19/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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